Finance
Introducing Luma Wealth Advisors – Understanding Women’s Wealth Needs
CLEVELAND, Ohio — Is there a benefit to having a financial advisor focused on women? For many women, the answer is probably “yes” and the recently launched Luma Wealth Advisors is ready to meet their planning needs….
OpenClose Launches Corporate Website to Reflect New Positioning of its Enterprise-class, Multi-channel LOS and Mortgage Software Solutions
WEST PALM BEACH, Fla. — OpenClose, a multi-channel loan origination system (LOS) and mortgage software solutions provider, announced it unveiled a new corporate website to better position the company’s expanded enterprise-class solution set, customer profile focus and long-term value proposition….
Jake Seid, Real Estate Industry Veteran Joins Qualia Advisory Board
SAN FRANCISCO, Calif. — Qualia today announced that Jake Seid will join the company’s board of advisors. In addition to his time as president of Ten-X (formerly known as Auction.com) and Managing Director at Lightspeed Venture Partners, Seid is an investor and advisor to a myriad of companies touching the real estate sector….
DocMagic’s UCD Technology Solution Now Supports Both Phases of Upcoming UCD Requirements
TORRANCE, Calif. — DocMagic, Inc., the mortgage industry’s leading provider of document production, automated compliance and comprehensive eMortgage services, announced that its technologies are now capable of supporting both phases of the upcoming UCD (Uniform Closing Dataset) requirement….
Phil Rasori of MCT to Speak on Panel Session at Accounting for Mortgage Banking (AMB) User Conference on Topic of Hedge Accounting
SAN DIEGO, Calif. — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that its COO, Phil Rasori, is scheduled to speak on a panel session hosted by Advantage Systems, Inc. at its third annual Accounting for Mortgage Banking (AMB) user conference….
IDS Adds Pushback Notifications to Interface with Byte Software
SALT LAKE CITY, Utah — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has added pushback notifications to its existing interface with BytePro Enterprise, the flagship loan origination software (LOS) platform from Byte Software. Through this enhancement, BytePro users will receive mortgage documents and fulfillment status notifications within the LOS platform….
EPIC Insurance Acquires Product Warranty Analytics Specialist After, Inc.
NORWALK, Conn. — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today the acquisition of After, Inc. – a product warranty analytics firm based in Norwalk, Conn. The Acquisition was made primarily to further strengthen and grow EPIC subsidiary company, PowerGuard Specialty Insurance Services – a renewable energy program manager based in the United States….
Most Americans Aren’t Going for Long-Term Care Insurance, ‘But They Will, Where They Work,’ says James Dettman of ACSIA Partners
KIRKLAND, Wash. — James Dettman, a veteran of the insurance and employee benefits industries, has joined ACSIA Partners, one of America’s largest long-term care insurance agencies. He will serve as one of four Worksite Sales Directors….
Mortgage Capital Trading to Co-Instruct MBA Webinar on ‘The Lock Desk’s Role in the Secondary Marketing Department’
SAN DIEGO, Calif. — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that it will be participating in an upcoming webinar that the Mortgage Bankers Association will be hosting on the topic of the business- critical role that lock desks play within secondary marketing departments….
Mortgage Lending Analytics, PPE and Digital Mortgage Provider Lender Price Attending Motivity Solutions User Conference
PASADENA, Calif. — Lender Price, the emerging leader in digital mortgage interface technology and real-time, competitive mortgage analytics and product pricing and eligibility (PPE) solutions complete with full mobile functionality and advanced business intelligence, announced that Black Knight Financial Services’ (BKFS) Motivity Solutions will use pricing data from Lender Price’s industry-leading PPE to provide pricing analytics to its users….